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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,679 | $84,236+46.8% | $170,435-27.4% | $70,126+76.4% |
| Participation rate | 92.8% | 70.8%+21.9pp | 83.6%+9.2pp | 69.5%+23.2pp |
| Annual return | 16.35% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,588 | $3,387+5.9% | $5,432-34.0% | $2,343+53.2% |
| Participant deferral / active EE | $5,219 | $3,086+69.1% | $4,939+5.7% | $3,332+56.7% |
| Admin fee / account holder | $6,615 | $5,698+16.1% | $13,881-52.3% | $4,645+42.4% |